Banks & Credit Unions in Medford, NY

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Bank Branches and ATMs in Medford, NY

Banks in Medford, NY

Where Medford, NY Banks & Credit Unions Serve

Medford, NY is a suburban town in eastern Long Island. It is located about 25 miles east of Manhattan and is considered part of the Gold Coast, an area known for its wealth and luxury. Some of the town's landmarks include the Unitarian Universalist Congregation at Medford, the Theodore Roosevelt Sanctuary, and the Patchogue-Medford Library. The top employers in Medford are the Suffolk County government, Brookhaven National Laboratory, and Stony Brook University Hospital. Major highways and streets in Medford include Route 112, Route 25, and Sunrise Highway. The neighborhoods in Medford are predominantly wealthy and include Bellport Estates, Brookville, East Medford, Harbor Hills, North Bellport, Setauket- East Setauket, Shoreham, South Bellport, and West Medford.

Medford, NY Banking Related Services

Estate Planning Lawyer

Estate planning lawyers can help Medford, NY residents protect their assets and plan for the future. There are a number of things to consider when estate planning, including wills, trusts, power of attorney, and healthcare directives. An estate planning lawyer can help you navigate these waters and make sure that your wishes are carried out after your death.

Insurance Broker

Residents of Medford, NY, can find insurance brokers to help them find the best rates and coverage for their needs.Insurance brokers are experts in helping people find the right insurance policies for their needs and budgets. They can help residents compare rates and coverage from different providers, and can advise them on what policies would be best suited for their individual circumstances.

Retirement Planning

Financial advisors can help Medford, NY residents with retirement planning in a variety of ways. One important way is by helping people to understand what they need to do in order to retire comfortably. Advisors can also help people to save for retirement, by assisting them with creating and sticking to a budget, and investing their money wisely. Additionally, advisors can provide guidance on when it is the right time to start withdrawing money from retirement accounts, in order to make sure that retirees are not outliving their savings.

Wealth Management

If you're a Medford, NY resident looking for help managing your wealth, you'll want to consider working with a wealth management firm. Wealth management firms can provide a variety of services that can help you make the most of your money and reach your financial goals. Some of the services that wealth management firms typically offer include investment advice, retirement planning, tax planning, and estate planning. They can also help you manage your debt and choose the right insurance policies. If you're looking for someone to help you take care of all aspects of your finances, a wealth management firm may be the right choice for you.

Financial Advisor

If you're a Medford, NY resident who's looking for help with your finances, you may want to consider working with a financial advisor. Advisors can provide a wide range of services, including investment advice, estate planning assistance, and more. They can also help you make sense of the complex financial landscape and ensure that you're making smart choices with your money.

Mortgage Loan Officer

Mortgage loan officers in Medford, NY can help residents by providing them with the best home loans available. By working with a mortgage loan officer, residents will be able to get the best interest rates, and they will also have someone to guide them through the process of getting a home loan.

Tax Services

Residents of Medford, NY who are looking for assistance in preparing and filing their tax returns can turn to local tax accountants. These professionals can help residents understand the complex tax code and ensure that they receive all of the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan for future years and save money on their taxes.


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